Concord Asset Management, LLC/VA

Position in XEL — Xcel Energy Inc

CIK 2031885 ABINGDON, VA

Position in XEL

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$252,061

+$2,699 QoQ

Shares Held

3,139

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#883

of 1,278 holders

Holding Since

Dec 2022

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Concord Asset Management, LLC/VA holds $10,430,970 across 5 Utilities - Regulated Electric names. XEL ranks #5 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	61,178	$5,369,593
2	DUK	Duke Energy CORP	13,080	$1,655,666
3	D	Dominion Energy, Inc	23,669	$1,616,356
4	SO	Southern Co	16,062	$1,537,294
5	XEL	Xcel Energy Inc This page	3,139	$252,061

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$252,061	3,139	0.0%	Shares	Sole	2026-07-27
2026-03-31	$249,362	3,139	-1.9%	Shares	Sole	2026-05-01
2025-12-31	$236,352	3,200	-0.0%	Shares	Sole	2026-01-29
2025-09-30	$258,160	3,201	-32.5%	Shares	Sole	2025-11-05
2025-06-30	$323,134	4,745	+48.2%	Shares	Sole	2025-07-25
2025-03-31	$226,598	3,201	0.0%	Shares	Sole	2025-05-02
2024-12-31	$216,131	3,201	0.0%	Shares	Sole	2025-01-24
2024-09-30	$209,025	3,201	+4.9%	Shares	Sole	2024-11-07
2023-03-31	$205,759	3,051	0.0%	Shares	Sole	2024-11-07
2022-12-31	$213,905	3,051	—	Shares	Sole	2024-11-07
No filing history on record for this holder in this stock.